Retirement plan

HORNBEAK FUNERAL CHAPEL, INC. 401(K) PROFIT SHARING TRUST

Name: HORNBEAK FUNERAL CHAPEL, INC. - HORNBEAK FUNERAL CHAPEL, INC. 401(K) PROFIT SHARING TRUST (2018) Form 5500
Creator: HORNBEAK FUNERAL CHAPEL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HORNBEAK FUNERAL CHAPEL, INC. 401(K) PROFIT SHARING TRUST, HORNBEAK FUNERAL CHAPEL, INC.

HORNBEAK FUNERAL CHAPEL, INC.EIN 61-0737095Plan #002PY 2018

302 CARR STREET - FULTON, KY 42041270-472-1412hornbeakfuneralchapel.comLinkedIn1-10 employeesconsumer services

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

-4.6% from 2017

Total participants

0.0% from 2017

Average account balance

$333,269

-4.6% from 2017

Annual return

-7.21%

-23.04 pp from 2017

Benchmarks

See 33,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,735 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$4.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$322K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3636

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$333,269

$90,600+267.8%

$79,464+319.4%

$135,375+146.2%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-7.21%

977.43%-984.6pp

718.14%-725.3pp

519.73%-526.9pp

Employer contribution / active EE

$1,669

$3,068-45.6%

$2,800-40.4%

$4,779-65.1%

Participant deferral / active EE

$8,914

$4,050+120.1%

$3,704+140.7%

$5,609+58.9%

Admin fee / account holder

$5,907-100.0%

$5,113-100.0%

$10,827-100.0%

HORNBEAK FUNERAL CHAPEL, INC. 401(K) PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HORNBEAK FUNERAL CHAPEL, INC. 401(K) PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion